Jackson, Grant Investment Advisers, Inc. Incresed Positions in Q1 2025

Jackson, Grant Investment Advisers, Inc.

  • $256 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VPU
Vanguard Utilities ETF

ETFs
3
+ 0.75%
$161.24 - $173.33 $484 - $520
402 $68K
GD
General Dynamics Corp

Industrials
1
+ 0.55%
$241.94 - $272.58 $242 - $273
183 $49K
AZN
Astrazeneca PLC

Healthcare
3
+ 1.14%
$65.37 - $77.96 $196 - $234
267 $19K
XLP
Consumer Staples Sector Spdr

ETFs
32
+ 0.31%
N/A
10.4K $789K
IVE
Ishares S&P 500 Value ETF

ETFs
13
+ 0.38%
$185.78 - $198.58 $2.42K - $2.58K
3.43K $653K
USRT
Ishares Core U.S. Reit ETF

ETFs
3
+ 0.08%
$55.14 - $60.29 $165 - $181
3.99K $229K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
1
+ 0.53%
$20.2 - $22.24 $20.2 - $22.2
189 $4K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7
+ 0.94%
$27.01 - $28.54 $189 - $200
748 $20K
VOE
Vanguard Mid Cap Value Index F

ETFs
7
+ 0.66%
$156.61 - $168.02 $1.1K - $1.18K
1.07K $171K
Grayscale Bitcoin Mini Tr Et
573
+ 207.61%
N/A
849 $0
XLB
Select Sector Spdr Fd Material

ETFs
1
+ 3.13%
$83.19 - $90.99 $83.2 - $91
33 $2K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
1
+ 0.48%
$28.69 - $31.94 $28.7 - $31.9
209 $6K
DRIV
Global X Fds Global X Autonomo

ETFs
2
+ 0.68%
$21.14 - $24.23 $42.3 - $48.5
295 $6K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
2
+ 0.32%
$75.47 - $84.24 $151 - $168
624 $48K
VT
Vanguard Total World Stk Index

ETFs
1
+ 0.18%
$115.08 - $123.97 $115 - $124
548 $63K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2
+ 0.51%
$408.78 - $448.82 $818 - $898
398 $167K
VXF
Vanguard Extended Market ETF

ETFs
1
+ 0.71%
$170.36 - $201.04 $170 - $201
141 $24K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
4
+ 0.32%
$21.23 - $23.75 $84.9 - $95
1.25K $26K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2
+ 0.34%
$40.03 - $46.81 $80.1 - $93.6
594 $24K
ITOT
Ishares Core S&P Total U.S. St

ETFs
76
+ 4.49%
$120.29 - $134.6 $9.14K - $10.2K
1.77K $215K
DOV
Dover Corp

Industrials
1
+ 0.58%
$174.65 - $206.43 $175 - $206
172 $30K
QUAL
Ishares Msci Usa Quality Facto

ETFs
95
+ 3.53%
$168.16 - $186.21 $16K - $17.7K
2.79K $476K
VB
Vanguard Small Cap ETF

ETFs
1
+ 0.47%
$217.89 - $252.64 $218 - $253
212 $47K
BX
Blackstone Inc.

Financial Services
1
+ 0.9%
$136.53 - $186.74 $137 - $187
112 $15K
IJK
Ishares S&P Midcap 400 Growth

ETFs
1
+ 0.14%
$81.62 - $96.63 $81.6 - $96.6
718 $59K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.7%
$360.07 - $417.26 $360 - $417
144 $51K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
5
+ 0.35%
$117.4 - $131.02 $587 - $655
1.42K $169K
CARR
Carrier Global Corp

Industrials
3
+ 0.19%
$62.07 - $70.55 $186 - $212
1.55K $98K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
2
+ 0.06%
$64.6 - $69.89 $129 - $140
3.45K $226K
PFE
Pfizer Inc

Healthcare
51
+ 0.52%
$25.01 - $27.13 $1.28K - $1.38K
9.88K $250K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.37%
$522.96 - $601.18 $523 - $601
268 $142K
VBR
Vanguard Small Cap Value ETF

ETFs
7
+ 0.65%
$183.02 - $207.75 $1.28K - $1.45K
1.09K $203K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
2
+ 0.18%
$121.0 - $142.28 $242 - $285
1.13K $140K
HON
Honeywell International Inc

Industrials
1
+ 0.1%
$202.75 - $226.52 $203 - $227
961 $203K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
58
+ 2.06%
$80.73 - $94.96 $4.68K - $5.51K
2.87K $237K
IJS
Ishares S&P Smallcap 600 Value

ETFs
7
+ 0.38%
$96.3 - $112.23 $674 - $786
1.86K $181K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
477
+ 1.58%
$12.94 - $14.29 $6.17K - $6.82K
30.6K $402K
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.17%
$347.25 - $424.87 $695 - $850
1.16K $425K
QQQ
Invesco Qqq Trust, Series 1

ETFs
174
+ 6.1%
$468.34 - $539.52 $81.5K - $93.9K
3.03K $1.42M
WMT
Walmart Inc.

Consumer Defensive
3
+ 0.02%
$84.5 - $105.05 $254 - $315
16.7K $1.46M
DIS
Walt Disney CO

Communication Services
1
+ 0.02%
$96.87 - $114.0 $96.9 - $114
4.64K $457K
IVW
Ishares S&P 500 Growth ETF

ETFs
8
+ 0.11%
$92.45 - $106.69 $740 - $854
7.15K $663K
SPYG
Spdr Portfolio

ETFs
194
+ 1.44%
$80.05 - $92.39 $15.5K - $17.9K
13.7K $1.1M
VGT
Vanguard Information Technolog

ETFs
1
+ 0.09%
$542.38 - $646.34 $542 - $646
1.16K $629K
GOOGL
Alphabet Inc.

Communication Services
3
+ 0.11%
$154.33 - $206.19 $463 - $619
2.74K $423K
NVDA
Nvidia Corp

Technology
559
+ 9.15%
$106.98 - $149.43 $59.8K - $83.5K
6.67K $722K
IWC
Russell Micro Cap ETF

ETFs
4
+ 0.07%
$110.91 - $133.46 $444 - $534
5.49K $608K
MRK
Merck & Co., Inc.

Healthcare
56
+ 0.47%
$83.01 - $101.02 $4.65K - $5.66K
12K $1.08M
RSP
Invesco S&P 500 Equal Weight E

ETFs
979
+ 0.68%
$169.43 - $182.84 $166K - $179K
146K $25.3M
Activity Summary
Buys All Purchases 105 New Holdings 2 Increased Positions 103 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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